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KORNITZER CAPITAL MANAGEMENT INC /KS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KORNITZER CAPITAL MANAGEMENT INC /KS
报告期 2026-03-31 · CIK 0000898358
持仓数
505
前50大市值合计
$2.78B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 16
增持 38
减持 78
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$33.2M
747,874
-3%
清仓
—
NUANCE COMM (NUAN) 48.5216 cv
-$22.8M
0
-100%
减持
EGHT
8X8 INC.
-$21.7M
157,900
-85%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
RISKIFIED LTD
-$19.9M
0
-100%
增持
TASK
TASKUS INC - A
+$19.8M
531,690
+295%
减持
AAPL
APPLE INC
+$19.7M
590,755
-2%
减持
QCOM
QUALCOMM INC
+$19.1M
394,331
-4%
减持
LYFT
LYFT INC CLASS A
-$19.0M
107,000
-76%
减持
PFE
PFIZER
+$18.8M
1,200,283
-1%
减持
—
GENIUS SPORTS LTD-CL A
-$18.1M
84,000
-92%
增持
—
APTIV PLC
+$18.0M
114,053
+1901%
减持
HQY
HEALTHEQUITY INC
-$17.0M
612,685
-10%
清仓
—
KANSAS CITY SOUTHERN INC
-$16.8M
0
-100%
减持
—
MIMECAST, LTD
-$16.3M
40,965
-87%
增持
DV
DoubleVerify
+$16.2M
1,214,005
+71%
建仓
CDXS
CODEXIS INC
+$15.5M
494,444
增持
MTCH
MATCH GROUP INC
+$15.1M
135,841
+647%
建仓
EVH
EVOLENT HEALTH INC CLASS A
+$14.8M
536,085
减持
DRI
DARDEN RESTAURANTS INC
-$14.5M
88,069
-52%
增持
APPS
DIGITAL TURBINE INC
+$14.4M
872,382
+54%
减持
EQIX
EQUINIX INC
-$14.1M
6,110
-75%
减持
COST
COSTCO WHOLESALE
+$13.6M
137,255
-4%
清仓
PRPL
PURPLE INNOVATION INC
-$13.4M
0
-100%
建仓
CUBI
CUSTOMERS BANCORP INC
+$13.3M
204,010
清仓
PHR
PHREESIA INC (PHR)
-$13.2M
0
-100%
建仓
FIGS
FIGS, INC
+$13.1M
476,880
清仓
PTON
PELOTON INTERACTIVE, INC.
-$13.0M
0
-100%
清仓
SHC
SOTERA HEALTH CO
-$12.2M
0
-100%
增持
UBER
UBER TECHNOLOGIES
+$12.1M
673,570
+87%
清仓
—
DECIPHERA PHARMACEUTICALS INC
-$12.1M
0
-100%
增持
PRVA
PRIVIA HEALTH GROUP
+$12.0M
798,610
+117%
清仓
—
SPORTRADAR GROUP AG CL A
-$11.9M
0
-100%
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$11.7M
700,000
减持
SSTK
SHUTTERSTOCK INC
-$11.6M
24,635
-81%
清仓
EVER
EVERQUOTE INC
-$11.6M
0
-100%
建仓
TBBK
THE BANCORP, INC
+$11.3M
445,170
建仓
—
ZUORA INC
+$11.0M
591,395
减持
MLM
MARTIN MARIETTA MATERIALS INC
+$10.8M
112,251
-1%
减持
BAND
BANDWIDTH INC CL A
-$10.7M
376,718
-10%
建仓
—
NUANCE COMMUNICATIONS INC
+$10.5M
189,388
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$9.9M
0
-100%
增持
OLED
UNIVERSAL DISPLAY CORP
+$9.8M
209,194
+45%
减持
PEP
PEPSICO INC.
+$9.8M
454,734
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS
-$9.6M
152,358
-23%
减持
OLPX
OLAPLEX HOLDINGS
-$9.5M
28,915
-93%
减持
CALX
CALIX, INC
+$9.5M
392,690
-11%
建仓
—
QUIDEL CORPORATION
+$9.3M
68,605
减持
—
CAMBIUM NETWORKS CORPORATION
-$9.2M
464,820
-20%
建仓
DECK
DECKERS OUTDOOR
+$9.0M
24,690
建仓
TMDX
TRANSMEDICS GROUP, INC
+$9.0M
467,284
建仓
—
CANADIAN PACIFIC RAILWAY LTD A
+$8.7M
121,155
减持
PG
PROCTER & GAMBLE
+$8.7M
400,720
-2%
减持
RSI
RUSH STREET INTERACTIVE INC -
-$8.3M
1,114,910
-20%
减持
CVX
CHEVRON CORP
+$8.0M
506,796
-0%
减持
EXPE
EXPEDIA GROUP, INC
-$7.9M
146,465
-30%
减持
—
HYDROFARM HOLDINGS GROUP INC
-$7.9M
265,305
-35%
减持
TBT
PROSHARES ULTRASHORT 20 PLUS Y
-$7.7M
1,870,300
-13%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$7.2M
129,797
-30%
减持
LLY
ELI LILLY & CO COM
+$7.1M
183,396
-3%
减持
—
EVENTBRITE INC-CLASS A
-$6.9M
1,764,909
-11%
建仓
—
VIVID SEATS CL A
+$6.8M
628,156
减持
PENN
PENN NATIONAL GAMING
-$6.8M
330,420
-0%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$6.8M
0
-100%
减持
BBBY
OVERSTOCK.COM INC
-$6.8M
190,955
-18%
清仓
REAL
THE RealReal
-$6.8M
0
-100%
建仓
—
PARAGON 28 INC
+$6.6M
375,750
增持
MTZ
MASTEC INC
+$6.5M
540,345
+8%
减持
ABT
ABBOTT LABORATORIES
+$6.4M
338,657
-3%
减持
—
FLEETCOR TECHNOLOGIES, INC
-$6.3M
78,693
-14%
减持
ARRY
ARRAY TECHNOLOGIES INC
-$6.3M
856,040
-20%
减持
CSCO
CISCO SYS INC COM
+$6.3M
916,544
-4%
减持
MXL
MAXLINEAR INC
+$6.1M
369,975
-16%
减持
YUMC
YUM CHINA HOLDINGS INC
-$6.1M
141,520
-38%
增持
MGPI
MGP INGREDIENTS INC
+$6.1M
185,900
+25%
减持
—
KORNIT DIGITAL LTD
-$6.0M
79,427
-36%
减持
A
AGILENT TECHNOLOGIES INC
-$5.9M
94,202
-29%
减持
—
EVERI HOLDINGS
-$5.9M
1,641,294
-3%
减持
PYPL
PAYPAL HOLDINGS INC
-$5.8M
76,068
-2%
减持
MU
MICRON TECHNOLOGY
+$5.8M
294,546
-3%
增持
ROST
ROSS STORES INC
+$5.6M
150,315
+42%
减持
GH
GUARDANT HEALTH INC
-$5.5M
104,575
-18%
增持
WCC
WESCO INTERNATIONAL INC
+$5.4M
162,666
+18%
减持
FAST
FASTENAL COMPANY
+$5.4M
433,200
-0%
增持
—
AVID BIOSERVICES
+$5.3M
668,508
+2%
增持
MGM
MGM RESORTS INTERNATIONAL (MGM
+$5.3M
624,840
+19%
增持
—
PAYA HOLDINGS INC-A
-$5.2M
2,463,090
+29%
减持
—
HOLLYFRONTIER CORP (HFC)
-$5.2M
248,215
-38%
减持
AJG
GALLAGHER ARTHUR J & CO
+$5.2M
375,012
-5%
减持
—
NV5 GLOBAL INC
+$5.1M
179,460
-10%
减持
WM
WASTE MANAGEMENT
+$5.1M
400,213
-3%
增持
—
ASPEN TECHNOLOGY, INC.
+$5.0M
129,094
+8%
减持
TYL
TYLER TECHNOLOGIES
-$5.0M
31,573
-34%
增持
—
STERLING CHECK CORP
+$4.9M
510,515
+137%
减持
TSCO
TRACTOR SUPPLY CO
+$4.8M
154,274
-2%
减持
APA
APA CORPORATION (formerly Apac
+$4.8M
1,226,965
-7%
减持
KO
COCA-COLA
+$4.7M
785,520
-1%
增持
—
SPLUNK INC
+$4.7M
162,096
+67%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$4.2M
250,128
+34%
减持
—
BALLY'S CORPORATION
-$4.2M
350,070
-0%
建仓
MELI
MERCADOLIBRE INC
+$4.0M
3,000
减持
CMP
COMPASS MINERALS INTERNATIONAL
-$4.0M
192,804
-10%
增持
UPWK
UPWORK INC
-$4.0M
779,290
+15%
减持
—
GLAXO SMITHKLINE ADR
+$3.9M
707,380
-1%
减持
TRIP
TRIPADVISOR INC
-$3.9M
94,485
-51%
减持
VRSK
VERISK ANALYTICS INC
-$3.9M
161,040
-21%
减持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$3.9M
18,728
-1%
增持
—
ARISTA NETWORKS
+$3.8M
122,492
+206%
增持
CSTL
CASTLE BIOSCIENCES
-$3.8M
444,342
+29%
清仓
CVRX
CVRx, Inc.
-$3.8M
0
-100%
减持
—
MEDTRONIC PLC
-$3.8M
168,620
-1%
减持
—
HESS CORP
-$3.8M
812,092
-1%
清仓
GRFS
GRIFOLS SA-ADR
-$3.8M
0
-100%
增持
LPRO
OPEN LENDING CORP - CL A
-$3.7M
996,356
+38%
增持
NVDA
NVIDIA CORP
+$3.7M
21,840
+67%
减持
T
A T & T INC
-$3.7M
963,594
-5%
增持
CLX
CLOROX CO
+$3.7M
253,112
+4%
增持
CAG
CONAGRA BRANDS
+$3.6M
621,546
+19%
增持
UNH
UNITEDHEALTH GROUP, INC.
+$3.5M
28,305
+4%
清仓
—
REVANCE THERAPEUTICS INC (RVNC
-$3.4M
0
-100%
增持
GIS
GENERAL MILLS
+$3.4M
432,605
+1%
增持
ADSK
AUTODESK
+$3.3M
77,913
+19%
增持
KNSL
KINSALE CAPITAL GROUP INC
+$3.3M
22,200
+80%
减持
TXRH
TEXAS ROADHOUSE INC-CL A
-$3.3M
87,190
-28%
减持
—
SYNEOS HEALTH INC
+$3.3M
215,735
-0%
增持
AMAT
APPLIED MATERIALS
+$3.2M
29,773
+157%
减持
CMG
CHIPOTLE MEXICAN GRILL- CLASS
-$3.2M
8,743
-14%
减持
MORN
MORNINGSTAR INC.
+$3.2M
42,705
-3%
减持
PANW
PALO ALTO NETWORKS, INC.
-$3.1M
58,142
-22%
增持
HALO
HALOZYME THERAPEUTICS, INC
+$3.1M
546,715
+18%
减持
CSGP
COSTAR GROUP INC
-$3.1M
427,905
-0%
减持
JNJ
JOHNSON & JOHNSON
+$3.0M
356,405
-1%
增持
ROKU
ROKU INC
-$2.9M
56,673
+12%
清仓
ERIC
ERICSSON L.M. CO CLASS B-SPON
-$2.9M
0
-100%
减持
NPCE
NueroPace
-$2.8M
435,719
-4%
减持
—
ICAD INC
-$2.8M
558,635
-12%
减持
UPS
UNITED PARCEL SERVICE - CL B
+$2.7M
90,784
-1%
减持
KMB
KIMBERLY-CLARK CORP
+$2.7M
291,641
-1%
减持
EHC
ENCOMPASS HEALTH CORPORATION
-$2.7M
103,249
-18%
减持
CME
CME GROUP INC.
+$2.6M
82,504
-2%
减持
ALL
ALLSTATE CORP
-$2.6M
242,079
-1%
减持
—
VERRICA PHARMACEUTICALS INC
-$2.6M
708,976
-3%
增持
SHOO
STEVEN MADDEN, LTD.
+$2.6M
407,737
+0%
减持
DSP
VIANT TECHNOLOGY INC
-$2.6M
776,450
-6%
建仓
CDRE
CADRE HOLDINGS INC
+$2.5M
100,000
增持
SLB
SCHLUMBERGER LTD
+$2.5M
1,200,594
+6%
减持
—
ICON PLC - SPONSORED ADR
+$2.5M
126,981
-10%
增持
APD
AIR PRODUCTS & CHEMICALS INC
+$2.4M
17,937
+51%
清仓
—
ANHEUSER-BUSCH COMPANIES INC
-$2.3M
0
-100%
增持
HD
HOME DEPOT INC
+$2.3M
26,086
+0%
增持
—
GUESS INC
+$2.3M
839,951
+0%
